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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,409 | $81,504+219.5% | $102,437+154.2% | $80,959+221.7% |
| Participation rate | 48.1% | 66.9%-18.7pp | 74.5%-26.4pp | 67.7%-19.5pp |
| Annual return | 27.85% | 25.60%+2.3pp | 24.95%+2.9pp | 35.67%-7.8pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,864 | $3,871+25.7% | $5,060-3.9% | $4,300+13.1% |
| Admin fee / account holder | $2,653 | $6,719-60.5% | $8,388-68.4% | $6,925-61.7% |